Chris Mayer
Thoughts on the Coronavirus
This coronavirus had me digging into my investing library last week. I meandered over my bookcases of investing memoirs, histories,...
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Chris Mayer
- Jan 23, 2020
- 7 min
What is it, really?
Two little boys were playing on a sand pile. One heaped the sand up and said, “It is a mountain.” The other boy insisted, “No it isn’t....
2,170 views
Chris Mayer
- Jan 15, 2020
- 4 min
City Cinderella
I was flipping through my library of investing books, as I sometimes do, and I came across a book titled City Cinderella: The Life and...
2,771 views
Chris Mayer
- Jan 7, 2020
- 17 min
Woodlock House Q4 Letter
I hope you had a nice holiday season. I thought I'd start the year by sharing my Q4 letter. Please see our disclaimers. The version below...
17,700 views
Chris Mayer
- Dec 12, 2019
- 8 min
Ideas for 2020
A little something different today, as I take a few guesses about what to invest in for the year ahead (and beyond). It’s a fun exercise....
5,928 views
Chris Mayer
- Dec 6, 2019
- 5 min
Stockpicking: Dying art?
A couple of things I read this week got me thinking. Here’s the story… in three acts: I. Even Concentrated Portfolios Have Lagged the...
3,636 views
Chris Mayer
- Nov 20, 2019
- 5 min
The Quest for Better Explanations
I recently finished David Deutsch’s The Beginning of Infinity: Explanations that Transform the World (2011), which I thought was an...
1,975 views
Chris Mayer
- Nov 7, 2019
- 5 min
Jim Simons and The Rise of Mathematicians
I have been thinking about Jim Simons’ mind-blowing achievement at his Medallion hedge fund: "From 1988 to 2018, Medallion returned 66.1%...
2,791 views
Chris Mayer
- Oct 22, 2019
- 10 min
Reflections on Howard Hughes
Yesterday, Howard Hughes released its much-anticipated review of strategic alternatives. With the shares down 18%, I suppose it is safe...
4,345 views
Chris Mayer
- Oct 15, 2019
- 8 min
Alfred Korzybski and… Warren Buffett
A little something different in this post -- * General semantics - power tools for critical thinking * My acceptance speech for the S.I....
2,249 views
Chris Mayer
- Oct 8, 2019
- 6 min
Online Brokers, NYC REITs, Music Industry & More
Some short notes below – on the online brokers and zero commissions, on the music industry’s mid-year report, on the value in New York...
2,191 views
Chris Mayer
- Sep 25, 2019
- 5 min
What's a "good" track record? + SATS Spinoff
Would you be interested in a fund that underperformed its benchmark in five years out of six? Would you consider this a “good” track...
1,896 views
Chris Mayer
- Sep 9, 2019
- 6 min
Superforecasters, or…?
Phil Tetlock spoke at Greenwood Investors investor day in New York last week. Tetlock, as you probably know, wrote a bestseller titled...
2,068 views
Chris Mayer
- Sep 4, 2019
- 5 min
The Horse Story
We simply call it, “the horse story.” A friend of mine and I, who I meet regularly for lunch, invoke it often. At a recent lunch, we...
4,343 views
Chris Mayer
- Aug 22, 2019
- 6 min
Two Stocks Near 52-Week Lows
Earnings season is over. And Woodlock’s portfolio companies made it through all right. I had no palm-sweating, thesis-killing moments...
4,062 views
Chris Mayer
- Aug 9, 2019
- 5 min
Hot Water, Banks, Sapolsky
The macro stuff seems deafening right now. Trade wars, interest rates, currency shifts, etc., dominate the headlines and seem to drive...
2,073 views
Chris Mayer
- Jul 29, 2019
- 5 min
Vivendi Notes, Bagehot
Below are notes on Vivendi (Disclosure: Woodlock House owns shares of Vivendi at an average price of ~ €22). Further on down, a look at...
1,741 views
Chris Mayer
- Jul 17, 2019
- 8 min
International “Outsider” CEOs
Today, I’ll share the list of potential international “outsiders” readers submitted. We’ll also take a look at IBKR’s earnings report....
4,944 views
Chris Mayer
- Jul 10, 2019
- 4 min
Wetherspoon: buybacks, free cash flow machine, owner-operator
I think the first time I heard the name Tim Martin, chairman and founder at JD Wetherspoon, was at MOI Global’s Latticework conference in...
3,298 views
Chris Mayer
- Jul 3, 2019
- 5 min
Downside Protection
Below are notes from a new book, along with thoughts on Howard Hughes Corp’s big move and the “rabbit” finally revealed at Interactive...
2,578 views
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